[WEBINAR] Avoiding Beneficiary Designations Mistakes from Nationwide
Wednesday 01/31/2024 at 12:00 pm - 1:00 pm CST
In this presentation we will look at the many aspects and issues that clients need to consider when completing beneficiary designations for IRAs, qualified and nonqualified retirement plans, annuities, life insurance, and other assets paid by contract at death of the owner, using case studies, examples, and wealth transfer strategies for clients and their families to consider in designing their wealth transfer plan implemented via beneficiary designations.
To be awarded credit for this webinar you must attend the full 60 minutes and answer all polling questions.
In this presentation we will look at the many aspects and issues that clients need to consider when completing beneficiary designations for IRAs, qualified and nonqualified retirement plans, annuities, life insurance, and other assets paid by contract at death of the owner, using case studies, examples, and wealth transfer strategies for clients and their families to consider in designing their wealth transfer plan implemented via beneficiary designations.
To be awarded credit for this webinar you must attend the full 60 minutes and answer all polling questions.
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